Bank of New York Mellon Corp
BNY- Exchange
- NYSE
- Industry
- State Commercial Banks
- SEC CIK
- 0001390777
In the last 90 days, Bank of New York Mellon Corp insiders filed 0 open-market purchases and 3 sales; 1,885 institutions reported holding it in 13F filings for Q2 2026, worth $83.1B in total; superinvestors Markel Group and Harris Associates (Oakmark) hold it.
Other share classesBNY.PK
13F holders, Q3 2021
Institutional positions in Bank of New York Mellon Corp as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,054
- −15 vs. Q2 2021
- Shares held
- 699.8M
- −19.8M (−2.8%) vs. Q2 2021
- Total value
- $36.3B
- −$566.3M (−1.5%) vs. Q2 2021
- New holders
- 71
- 360 more added
- Sold out
- 86
- 397 more reduced
13 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BNY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,885 | $83.1B |
| Q1 2026 | 1,769 | $67.9B |
| Q4 2025 | 1,760 | $68.4B |
| Q3 2025 | 1,646 | $63.9B |
| Q2 2025 | 1,556 | $54.5B |
| Q1 2025 | 1,505 | $51.9B |
| Q4 2024 | 1,442 | $47.8B |
| Q3 2024 | 1,293 | $44.6B |
| Q2 2024 | 1,252 | $37.6B |
| Q1 2024 | 1,256 | $36.2B |
| Q4 2023 | 1,170 | $33.4B |
| Q3 2023 | 1,087 | $27.4B |
| Q2 2023 | 1,083 | $28.9B |
| Q1 2023 | 1,131 | $29.9B |
| Q4 2022 | 1,123 | $30.9B |
| Q3 2022 | 1,031 | $26.1B |
| Q2 2022 | 1,055 | $28.3B |
| Q1 2022 | 1,143 | $33.6B |
| Q4 2021 | 1,154 | $39.3B |
| Q3 2021 | 1,054 | $36.3B |
| Q2 2021 | 1,082 | $37.0B |
| Q1 2021 | 1,059 | $34.5B |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Bank of New York Mellon Corp; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| MAI Capital Management | 5,759 | $299.0K | 0.01% | +648+12.7% | Added |
| We Are One Seven, LLC | 5,081 | $301.0K | 0.04% | −258−4.8% | Reduced |
| Studio Investment Management LLC | 5,820 | $302.0K | 0.13% | +5,820 | New |
| 1832 Asset Management L.P. | 5,749 | $304.0K | 0.00% | +5,749 | New |
| City Holding Co | 5,923 | $307.0K | 0.05% | −593−9.1% | Reduced |
| Advisor OS, LLC | 5,974 | $310.0K | 0.07% | −861−12.6% | Reduced |
| Alhambra Investment Partners LLC | 5,980 | $310.0K | 0.24% | 00.0% | Unchanged |
| Sax Wealth Advisors, LLC | 5,981 | $310.0K | 0.07% | 00.0% | Unchanged |
| Waldron Private Wealth LLC | 6,024 | $312.0K | 0.02% | +125+2.1% | Added |
| Dorchester Wealth Management Co | 6,175 | $320.0K | 0.08% | −25−0.4% | Reduced |
| Meridian Wealth Management, LLC | 6,190 | $321.0K | 0.04% | −152−2.4% | Reduced |
| Tranquilli Financial Advisor LLC | 6,275 | $325.0K | 0.24% | +77+1.2% | Added |
| Altfest L J & Co Inc | 6,296 | $326.0K | 0.07% | +8+0.1% | Added |
| Alexandria Capital, LLC | 6,286 | $326.0K | 0.03% | 00.0% | Unchanged |
| Smith, Moore & Co. | 6,320 | $328.0K | 0.05% | −2,063−24.6% | Reduced |
| IFG Advisors, LLC | 6,365 | $330.0K | 0.15% | 00.0% | Unchanged |
| Conning Inc. | 6,418 | $333.0K | 0.01% | −3,487−35.2% | Reduced |
| First Mercantile Trust Co | 6,443 | $334.0K | 0.04% | −614−8.7% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 6,465 | $335.0K | 0.24% | 00.0% | Unchanged |
| Searle & Co. | 6,500 | $337.0K | 0.14% | +1,000+18.2% | Added |
| Perpetual Investment Management Ltd | 6,563 | $340.0K | 0.04% | +390+6.3% | Added |
| Benin Management CORP | 6,619 | $343.0K | 0.11% | −1,000−13.1% | Reduced |
| Huntington National Bank | 6,633 | $344.0K | 0.00% | −1,737−20.8% | Reduced |
| Wrapmanager Inc | 6,631 | $344.0K | 0.09% | −239−3.5% | Reduced |
| Tdam USA Inc. | 6,638 | $344.0K | 0.02% | −164−2.4% | Reduced |
| Round Rock Advisors, LLC | 6,645 | $344.0K | 0.25% | 00.0% | Unchanged |
| Change Path, LLC | 5,874 | $344.0K | 0.02% | +599+11.4% | Added |
| Columbus Macro, LLC | 6,653 | $345.0K | 0.11% | −98−1.5% | Reduced |
| Traverso Chambers Private Wealth Management, LLC | 6,654 | $345.0K | 0.11% | +5+0.1% | Added |
| Accredited Investors Inc. | 6,687 | $347.0K | 0.04% | −200−2.9% | Reduced |
| Peoples Financial Services Corp. | 6,750 | $350.0K | 0.15% | 00.0% | Unchanged |
| Cetera Advisors LLC | 6,776 | $351.0K | 0.01% | +716+11.8% | Added |
| Sepio Capital, LP | 6,789 | $352.0K | 0.03% | +10.0% | Added |
| FineMark National Bank & Trust | 6,821 | $354.0K | 0.01% | −358−5.0% | Reduced |
| ARGI Investment Services, LLC | 6,834 | $354.0K | 0.01% | +7+0.1% | Added |
| Jackson Square Capital, LLC | 6,827 | $354.0K | 0.12% | 00.0% | Unchanged |
| Toroso Investments, LLC | 6,838 | $354.0K | 0.01% | +1,044+18.0% | Added |
| Apollon Wealth Management, LLC | 6,837 | $354.0K | 0.05% | +2,310+51.0% | Added |
| Quantinno Capital Management LP | 6,873 | $356.0K | 0.40% | +252+3.8% | Added |
| Parallel Advisors, LLC | 6,860 | $356.0K | 0.01% | +937+15.8% | Added |
| ODonnell Financial Services, LLC | 6,866 | $356.0K | 0.17% | +6,866 | New |
| Sentry Investment Management LLC | 6,908 | $358.0K | 0.10% | −1,071−13.4% | Reduced |
| Atlantic Union Bankshares Corp | 6,903 | $358.0K | 0.03% | −284−4.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 6,911 | $358.0K | 0.31% | +6,911 | New |
| Checchi Capital Advisers, LLC | 6,931 | $359.0K | 0.04% | +98+1.4% | Added |
| Tokio Marine Asset Management Co Ltd | 6,973 | $361.0K | 0.03% | +1,121+19.2% | Added |
| Front Barnett Associates LLC | 7,030 | $364.0K | 0.04% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 7,130 | $369.0K | 0.02% | −253−3.4% | Reduced |
| Quadrant Private Wealth Management, LLC | 7,183 | $372.0K | 0.15% | 00.0% | Unchanged |
| Horizon Kinetics Asset Management LLC | 7,194 | $373.0K | 0.01% | 00.0% | Unchanged |
| Latitude Advisors, LLC | 7,202 | $373.0K | 0.12% | +7,202 | New |
| Trust Co of Oklahoma | 7,202 | $373.4K | 0.13% | −1,219−14.5% | Reduced |
| DuPont Capital Management Corp | 7,220 | $374.0K | 0.01% | −21,965−75.3% | Reduced |
| Covington Capital Management | 7,250 | $376.0K | 0.01% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 7,307 | $379.0K | 0.01% | 00.0% | Unchanged |
| Cambridge Trust Co | 7,371 | $382.0K | 0.01% | −581−7.3% | Reduced |
| Foundations Investment Advisors, LLC | 7,115 | $387.0K | 0.02% | +157+2.3% | Added |
| Clear Perspective Advisors, LLC | 7,484 | $388.0K | 0.13% | −279−3.6% | Reduced |
| Moneta Group Investment Advisors LLC | 7,504 | $389.0K | 0.02% | −3,739−33.3% | Reduced |
| Wellington Shields Capital Management, LLC | 7,500 | $389.0K | 0.05% | −1,000−11.8% | Reduced |
| First Citizens Bank & Trust Co | 7,500 | $389.0K | 0.02% | 00.0% | Unchanged |
| Summit Financial, LLC | 7,581 | $393.0K | 0.03% | +436+6.1% | Added |
| Kestra Private Wealth Services, LLC | 7,581 | $393.0K | 0.02% | +95+1.3% | Added |
| First National Bank & Trust Co of Newtown | 7,583 | $393.0K | 0.08% | +655+9.5% | Added |
| Bessemer Group Inc | 7,595 | $393.0K | 0.00% | +2,113+38.5% | Added |
| Balasa Dinverno & Foltz LLC | 7,623 | $395.0K | 0.03% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 7,615 | $395.0K | 0.21% | +7,615 | New |
| D.A. Davidson & Co. | 7,651 | $397.0K | 0.00% | +11+0.1% | Added |
| JNBA Financial Advisors | 7,706 | $399.0K | 0.05% | +10.0% | Added |
| Berkshire Asset Management LLC | 7,702 | $399.0K | 0.03% | +1,445+23.1% | Added |
| SkyView Investment Advisors, LLC | 7,704 | $399.0K | 0.11% | +7,704 | New |
| Garrett Investment Advisors LLC | 7,708 | $400.0K | 0.13% | +447+6.2% | Added |
| Keystone Financial Group | 7,735 | $401.0K | 0.07% | +490+6.8% | Added |
| IHT Wealth Management, LLC | 7,878 | $408.0K | 0.03% | −1,588−16.8% | Reduced |
| Apella Capital, LLC | 7,868 | $408.0K | 0.06% | −443−5.3% | Reduced |
| Heritage Wealth Advisors | 7,889 | $409.0K | 0.03% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 7,896 | $409.0K | 0.06% | +124+1.6% | Added |
| IVC Wealth Advisors LLC | 7,899 | $409.0K | 0.28% | +432+5.8% | Added |
| Trust Asset Management LLC | 7,892 | $409.0K | 0.06% | +515+7.0% | Added |
| Credit Agricole S A | 7,916 | $410.0K | 0.01% | +5,127+183.8% | Added |
| American Portfolios Advisors | 7,919 | $410.5K | 0.02% | −9,399−54.3% | Reduced |
| Deseret Mutual Benefit Administrators | 7,935 | $411.0K | 0.08% | −2,371−23.0% | Reduced |
| Benjamin F. Edwards & Company, Inc. | 7,949 | $412.0K | 0.02% | +36+0.5% | Added |
| Strategic Blueprint, LLC | 7,968 | $413.0K | 0.06% | +7,700+2,873.1% | Added |
| Camden Capital, LLC | 8,035 | $417.0K | 0.08% | −385−4.6% | Reduced |
| Hendershot Investments Inc. | 8,074 | $419.0K | 0.08% | 00.0% | Unchanged |
| S&T Bank | 8,131 | $422.0K | 0.07% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 8,145 | $422.0K | 0.08% | 00.0% | Unchanged |
| Davenport & Co LLC | 8,134 | $422.0K | 0.00% | +157+2.0% | Added |
| Longfellow Investment Management Co LLC | 8,157 | $423.0K | 0.07% | 00.0% | Unchanged |
| Barings LLC | 8,222 | $427.0K | 0.01% | −3,014−26.8% | Reduced |
| Glenview Trust Co | 8,293 | $430.0K | 0.02% | 00.0% | Unchanged |
| Veritas Investment Partners (UK) Ltd. | 8,387 | $435.0K | 0.01% | 00.0% | Unchanged |
| SeaCrest Wealth Management, LLC | 8,413 | $436.0K | 0.05% | −79−0.9% | Reduced |
| Beacon Pointe Advisors, LLC | 8,415 | $436.0K | 0.01% | +3,858+84.7% | Added |
| Signaturefd, LLC | 8,494 | $440.0K | 0.02% | +1,302+18.1% | Added |
| Brasada Capital Management, LP | 8,500 | $441.0K | 0.09% | −4,500−34.6% | Reduced |
| Geneos Wealth Management Inc. | 8,436 | $446.0K | 0.02% | −590−6.5% | Reduced |
| Crawford Investment Counsel Inc | 8,616 | $447.0K | 0.01% | −3,320−27.8% | Reduced |
| Manchester Capital Management LLC | 8,653 | $449.0K | 0.06% | 00.0% | Unchanged |